Remote Client Coordinator | Entry Level

Lotz Agency; United States; Remote; USD 25,000 - 39,000; Full time

Job summary

Symmetry Financial Group is hiring remote client specialists to support families seeking financial protection. You handle follow-up conversations, listen to needs, and walk clients through options, helping with paperwork when they choose to move forward. All work is remote and inbound only.

Typical activities include contacting families who inquired, 15–30 minute discovery calls, guiding them to suitable products, and completing applications. Training and team support are provided.

Qualifications

• Excellent verbal and written communication with families.
• Strong listening skills to understand needs and explain options clearly.
• Ability to manage follow-ups and guide clients through paperwork remotely.

Responsibilities

• Reach out to families who recently submitted inquiries.
• Conduct 15-30 minute conversations to understand needs.
• Walk through life insurance options that fit their situation.
• Assist with completing applications when families are ready.
• Participate in team-based training and ongoing product education.

Skills

Communication

Active listening

Customer service

Remote work

Education

State life insurance license

Tools

CRM software

Job description

We're hiring remote client specialists to work with our team.

Here's what the role actually looks like: people reach out to us asking for help with financial protection for their families. You handle the follow-up conversation, listen to what they need, walk them through their options, and help them complete paperwork if they want to move forward. Everything is remote. Every contact is inbound. You're never cold-calling anyone.

A typical week:

• Reaching out to families who recently submitted inquiries
• 15-30 minute conversations to understand their needs
• Walking through options that fit their situation
• Completing applications when families are ready
• Team-based training and ongoing product education

This is for you if:

• You want to learn a new professional skill
• You can work independently from a quiet home workspace
• You're comfortable having structured conversations with families
• You want real training and team support

Couple of notes: This role is open to U.S. residents only. The work involves life insurance products, so a state license is required — we'll help you get one if you don't already have it.